Years of Experience
5-20+ Years
CHICAGO, IL
0 Disclosures
ADVISOR BIO
Patrick Siering is an investment advisor representative at Cresset Asset Management, LLC. Patrick is licensed in Florida, Minnesota and Texas. Patrick holds the Series 65 license, which is the Uniform Investment Adviser Law Examination, and has been in the industry since May 2011. Patrick's specializations include Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Pension Consulting. Patrick is located in Chicago, Illinois.
SPECIALIZATIONS
CHICAGO, IL
0 Disclosures
ADVISOR BIO
Patrick Tobin is an investment advisor representative with Cerity Partners LLC. Patrick has 11 years of experience in the financial services industry and is registered with the state of Illinois. Patrick is a Certified Financial Planner and holds the Series 63, Series 65, and Series 7 licenses. Prior to joining Cerity Partners LLC, Patrick was an investment advisor representative for Quasar Distributors, LLC and IMST Distributors, LLC. Patrick is also registered with Goldman, Sachs & Co. and Northwestern Mutual Investment Services, LLC. Patrick specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting.
SPECIALIZATIONS
CHICAGO, IL
7 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Haggerty is an investment advisor representative with J.P. Morgan Securities LLC. Patrick has been in the industry since October 12, 2017, and is registered to provide investment advice in 53 states, including Illinois and Texas. Patrick was previously registered with Goldman Sachs & Co. LLC, based in Chicago, IL. Patrick's registration is active and is currently based at the JPMorgan Securities branch office located in Chicago, IL.
SPECIALIZATIONS
Chicago, IL
3 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Geisinger is a registered representative with J.P. Morgan Securities LLC. Patrick has been in the industry since 2021. Patrick is currently located in Chicago, Illinois. Prior to this Patrick was employed by J.P. MORGAN SECURITIES LLC in Tempe, Arizona and VANGUARD MARKETING CORPORATION in SCOTTSDALE, Arizona. Patrick has passed the Series 63, Series 7TO, and SIE exams and is registered in all states. Patrick specializes in a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.
SPECIALIZATIONS
Chicago, IL
16 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Donald Walsh is a financial advisor who has been in the industry since 2008. Patrick is currently registered with Morgan Stanley and is licensed to provide advisory services in 49 states. Patrick has been registered with Morgan Stanley since 2009 and previously held a position at CITIGROUP GLOBAL MARKETS INC. Patrick specializes in providing financial planning, portfolio management and other advisory services to high-net-worth individuals, corporations, and other institutions.
SPECIALIZATIONS
CHICAGO, IL
15 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Hager is a registered investment advisor representative in Illinois and Minnesota, affiliated with Oppenheimer & Co. Inc., with over 18 years of experience in the financial industry. Patrick has been with Oppenheimer & Co. Inc. since 2005, holding several roles over the years. Patrick is also a Chartered Financial Analyst. Patrick currently holds multiple licenses, including Series 7, 9, 10, 66 and SIE. Patrick has expertise in portfolio management for individuals and businesses, financial planning, and selection of other advisers. Patrick also has experience in the retirement and other entity types sector.
SPECIALIZATIONS
CHICAGO, IL
0 Disclosures
ADVISOR BIO
Patrick Fleming is a financial advisor who has been working in the industry for over 15 years. Patrick is currently registered with Hightower Advisors, LLC. Before joining Hightower Advisors, Patrick was with LPL FINANCIAL LLC and SECURIAN FINANCIAL SERVICES, INC. Patrick is registered to provide investment advisory services in Texas. Patrick holds the Series 7 and Series 66 licenses.
SPECIALIZATIONS
CHICAGO, IL
33 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Fox is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with J.P. Morgan Securities LLC in Chicago, Illinois. Prior to joining J.P. Morgan, Patrick was a financial advisor with Loop Capital Markets LLC, Incapital LLC, UBS Financial Services Inc., and UBS Securities LLC. Patrick holds the Series 7, Series 24, Series 52, Series 53, and SIE licenses. Patrick is a registered representative in all 50 states, the District of Columbia, and Puerto Rico.
SPECIALIZATIONS
Chicago, IL
9 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Ward is a financial advisor with over 8 years of experience in the financial industry. Patrick is currently registered with Assetmark, Inc. and is licensed to provide financial advice in Illinois. He has previously been registered with VALIC Financial Advisors, Inc. and Waddell & Reed. Patrick is also a licensed Series 63 and Series 65 representative.
SPECIALIZATIONS
CHICAGO, IL
18 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Gibbs is a financial advisor with over 16 years of experience in the industry. Patrick is currently registered with LPL Financial LLC and has held previous positions with Northern Trust Securities, Inc., Mesirow Financial, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick is licensed in 34 states and holds the Series 7, 31, and 66 licenses as well as the SIE exam. Patrick provides investment advisory services to individuals, businesses, and charitable organizations.
SPECIALIZATIONS
